-43.5%
CPNG vs VG
+35.0%
-78.6%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.7% | -2.2% | -0.4% |
| 7D | +7.2% | -7.7% | +14.9% | +6.8% |
| 30D | +3.2% | -8.8% | +12.0% | +2.8% |
| 3M | +0.9% | -15.6% | +16.5% | +0.3% |
| 6M | -3.8% | +5.2% | -9.1% | -4.2% |
| YTD | -30.8% | +76.9% | -107.7% | -36.6% |
| 1Y | -43.5% | +42.5% | -86.0% | -46.7% |
| All | -43.5% | +35.0% | -78.6% | -46.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling